HomeMy WebLinkAbout12-04-06
Decedent's Complete Address:
STREET ADDRESS
311 FORGE ROAD
CITY I STATE I ZIP
BOILING SPRINGS PA 17007
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
1,268.90
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
0.00
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
1,268.90
1,268.90
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ......................................................................... _... _........................ 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 00
3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON PONSIBLE FOR FILING RETURN DATE
II ~ 0 (e:,
ADDRESS 311 FORGE ROAD
BOILING SPRINGS
SIGNATURE OF ~Er~H THAN REPRESENTATIVE
ADDRESS PO BOX 127
BOILING SPRINGS
PA
\ \
PA 17007
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-"..;OO EX + (6.00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-0
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 6 0 5 8 3
""COuNTv"CoiiE ~A~ - - NUMsER- -
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
1 4 1 - 1 8 - 0 949
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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REICH CLARA D.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
[Xl 1. Original Retum
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future I nterest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy ofT rust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
D 3. Remainder Retum (date of death prior to 12-13-82)
D 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
06/06/2006 09/24/1923
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD .BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
MARK A. MATEYA ESQUIRE P.O. BOX 127
FIRM NAME (If Applicable)
MATEYA LAW FIRM
TELEPHONE NUMBER
717-241-6500 BOILING SPRINGS PA 17007
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(1)
(2)
(3)
(4)
(5)
16,650.57
(6)
24,826.09
(7)
(8)
(9)
(10)
13,278.88
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
(11)
(12)
(13)
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OFFICIAL USE ONLY
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41,476.66
13,278.88
28,197.78
28,197.78
0.00
1,268.90
0.00
0.00
1,268.90
0.00 X _(15)
28,197.78 x .045 (16)
0.00 x .12 (17)
0.00 X .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
REV,1503 EX + '(6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
REICH CLARA D.
FILE NUMBER
21 06
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0583
ITEM
NUMBER
1.
2.
DESCRIPTION
PIONEER INVESTMENT - US GROWTH PIONEER MID CAP VALUE FUND A
ACCT NO. 00100083883-0010
INCLUDES
DWS SCUDDER - DWS GNMA FUND -AARP
ACCT NO. 216002369
VALUE AT DATE
OF DEATH
9,066.00
7,584.57
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
16650.57
REV-1508 EX .. (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REICH. CLARA D.
FILE NUMBER
21 06
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0583
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
13,981.64
M&T BANK
CHECKING ACCOUNT NO. 9835680837
2.
M&T BANK
SAVINGS ACCOUNT NO. 15004211265366
10,844.45
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
24 826.09
REV-1511 EX+ (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
REICH. CLARA D.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21
06
0583
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. FINEGAN FUNERAL HOMES, INC 10,839.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. AttomeyFees MARK A. MATEYA, ESQUIRE 2,000.00
3. Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 152.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. THE PATRIOT NEWS - ADVERTISEMENT 212.88
8. CUMBERLAND LAW JOURNAL - ADVERTISEMENT 75.00
TOTAL (Also enter on line 9, Recapitulation) $ 13 278.88
(If more space is needed, insert additional sheets of the same size)
",V.,."""*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
RFIr.H ( LARA D. ?1 06 n~A~
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS Unclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. KATHRYN ANN CALLAHAN Lineal 14,098.89
311 FORGE ROAD
BOILING SPRINGS, PA 17007
2. PATRICIA ANN ANTHONY Lineal 14,098.89
1825 HUNTER DRIVE
MECHANICSBURG PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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OF
fILE copy.
ClARA D. REICH
I, CIARA D. REICH, of 4825 Virginia Road, Township of Hampden, CumberlaOO
County, Pennsylvania, declare this to be my last will aOO revoke any will pre-
vious ly made by me.
Item 1. I devise arrl bequeath all of my estate of every nature and where-
soever situate, together with insurance thereon, to my husband, RICHARD G. REICH,
providing he shall survive me by sixty (6o) days.
Item 2. Should my husband, RICHARD G. REICH, predecease me or die on or
before the sixtieth day following my death, I devise and bequeath all of my
estate of every nature and wheresoever situate, together with insurance thereon,
to my children, KATHRYN ANN REICH AND PATRICIA ANN REICH, share and share alike.
In the event one of my daughters predeceases me or is not 11 ving on the sixty-
first day fOllOWing my death, then I devise and bequeath all of my estate of
every nature and wheresoever situate, together with insurance thereon, to the
survivor of mY children, liVing on the sixty-first day fo'D.owing my death.
Item 3. Should any person entitled to a share of my estate not have attained
the age of twenty-one (21) years at the time for distribution to her, I devise and
bequeath the share of each such person to the CUHffiRLAID COUNTY NATIONAL BANK AND
TRUST CCMBWY of Twenty-Fir:::t and Market Streets, Camp Hill, Cumberlarrl County,
Pennsylvania, in separate Trusts, to hold, manage, invest and re-invest the share
so 1'l'ceived, am use and apply the income and principle, or so much thereof, as
in Trustee's discretion may be necessary or appropriate for the beneficiaries
support and education (including college education, both graduate and under-
graduate) without regard to his or her parem.' s abi li ty to provide for such
support and education or to make payment for these purposes, without further
responsibility to such beneficiary or to such peneficarj"s parents or to anyone
taldng care of such berEficiary.
Any income not so used or applied shall be accumulated and added to and
therefore treated as part of tte principle. After attaining the age of twenty-
one (21) years, the Trust shall terminate aOO distribution shall be made absolute
to her. If she dies before attaining the age of twenty-one (21) years, the Trust
sha 11 terminate and such share shall be distributed to her Surviving sister as
mentioned in the preceding paragraph, Item No.2.
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Item 4. Should my husband, RICHAFiD G. REICH, predecease me, I appoint illY
daughter, KATHRYN ANN REICH, guardian of the person of my minor daughter,
PATRICIA. ANN REICH.
Item 5. I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and whatever jurisdiction imposed, shall be paid
fran my residuary estate as a part of the expense of the administration of my
estate .
Item 6. I appoint my husband, RICHARD G. REICH, Executor of this, my last
will. Should my husband, RICHARD G. REICH, fail to quality or cease to act as my
Executor, I appoint my daughter, KATHRYN ANN REICH, Executrix of this, my last
will.
Item 7. I direct that my Executor, Executrix, Guaz:dian, and Trustee or
their successors shall not be rqquired to give rond for the faithful perl'ormance
of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my ham this
;J; ~ day Of~ '
191J..
~,~. LR.~~,
CIARA . REICH ~
The prededi~ instrument consisting of this and one (1) other type\-lritten
page, each identified by the signature of the Testatrix, was on the day and date
thereof Signed, publiShed and declared by CLARA D. REICH, the Testatrix therein
named, as and for her last will, in the presence of us, who, at her request, in
her presence and in tre presence of each other have subscribed our names as
witnesses hereto.
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MATEYA LAW FIRM
A PROFESSIONAL CORPORATION
P.O. Box 127
Boiling Springs, Pa 17007
Phone: 717-241-6500 Fax 717-241-3099
www.mateyalaw.com
November 30, 2006
Cumberland County Register of Wills
Cumberland County Courthouse
Hanover & High Streets
Carlisle P A 17013
Re: Estate of Clara D. Reich
No. 21-06-00583
To Whom it May Concern,
Enclosed herewith, please find an original and two (2) copies of the Inheritance Tax
Return and Inventory relating to the above-referenced matter. Please accept the original of each
document for filing and return the remaining time-stamped copies to me in the enclosed self-
addressed stamped envelope.
Thank you for your usual fine service. If you are in need of additional information or
have any questions, please contact my office. I may be reached at (717) 241-6500 or bye-mail at
mmatevai(l) verizonmail.com.
Sincerely,
/~I '-n] a<k fl. 7r;~
Mark A. Mateya, Esq.
mam@mateyalaw.com
MAM/aa
Enclosures
cc: Kathryn A Callahan Executrix
3111 Forge Road
Boiling Springs, P A 17007
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